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Portfolio management

Portfolio Management

We employ a multi-strategy investment approach, engaging in a broad array of trading and investing strategies across a wide group of diversified managers. 

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Our trading teams make independent investment decisions within one centrally-driven risk and operational framework.

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Must be an accredited investors.  In the United States, to qualify as an accredited investor, an individual must meet specific income or net worth requirements outlined by the Securities and Exchange Commission (SEC). This designation is intended to ensure that those engaging in certain investment activities have the financial sophistication and capability to understand and bear the associated risks.

Our Process

Diversification

By default, your investment is allocated to several portfolio managers based on our allocation methodology.

Risk Management

One centrally-driven risk and operational framework.

Capital allocation

Capital reallocation between different portfolio managers to increase efficiency and to maximize return on capital. 

Past performance is no guarantee of future results. Diversification, asset allocation, and dollar cost averaging do not ensure a profit or guarantee against loss. Your actual investment return and principal value will fluctuate, so you may realize a gain or loss when shares are redeemed or sold.

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The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index. Furthermore, the hypothetical performance shown or discussed here does not reflect the impact that material economic and market factors might have had on decision making if actual investor money had been managed. Before investing, you should consider investment objectives, risk, charges, and expenses.

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© 2024 by Mission Global Investors. All rights reserved

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